Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DFAS, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 368,474 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,474 shares
    Change vs previous 13F +6,401 shares

    0.05% of the 13F portfolio, value $30,340,143.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 362,073 shares
    Change vs previous 13F +6,169 shares

    0.05% of the 13F portfolio, value $25,754,287.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 355,904 shares
    Change vs previous 13F +1,055 shares

    0.05% of the 13F portfolio, value $24,795,804.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 354,849 shares
    Change vs previous 13F +18,967 shares

    0.05% of the 13F portfolio, value $24,292,958.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 335,882 shares
    Change vs previous 13F +37,860 shares

    0.05% of the 13F portfolio, value $21,399,073.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 298,022 shares
    Change vs previous 13F -3,907 shares

    0.04% of the 13F portfolio, value $17,806,765.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 301,929 shares
    Change vs previous 13F +13,041 shares

    0.06% of the 13F portfolio, value $19,649,535.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 288,888 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,737,258.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).